Darren Green
Innisfil,Ontario
Summary
Dynamic financial consultant with a proven track record at IGWM, excelling in client relationship management and personalized financial planning. Known for a friendly, positive attitude and strong problem-solving skills, I effectively educated clients on investment opportunities and strategies to achieve their financial goals.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Greengroup Tax Services
Self Employed
10.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
Senior Financial Consultant
IGWM
05.2015 - 09.2024
- Developed personal rapport with each client to maintain customer loyalty and build long-term client relationships.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and short-term/long-term goals to devise personalized financial plans.
- Developed comprehensive retirement planning strategies to help clients determine retirement date and maximize savings.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Presented and monitored financial plans, adjusting as necessary
Division Director
IGWM
09.1994 - 04.2015
- Recruited, trained and developed new advisors
- Assisted new advisors with sales and marketing strategies to foster achievement of business goals
- Attended regular local/regional/national management meetings to analyze performance and to implement strategic corporate direction
Financial Consultant
IGWM
02.1989 - 08.1994
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
- Developed and maintained strong relationships with clients to maximize the client experience
- Provided ongoing tax, retirement and estate planning advice
Education
Diploma - Financial Planning
Canadian Institute of Financial Planning
Toronto, ON09-1999
Bachelor of Science - Zoology
University of Guelph
Guelph, ON06-1981
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
Languages
English
Full Professional
Certification
- Insurance license
- Mutual Funds License
- CFP
- RRC
Timeline
Greengroup Tax Services
Self Employed
10.2024 - Current
Senior Financial Consultant
IGWM
05.2015 - 09.2024
Division Director
IGWM
09.1994 - 04.2015
Financial Consultant
IGWM
02.1989 - 08.1994
Diploma - Financial Planning
Canadian Institute of Financial Planning
Bachelor of Science - Zoology
University of Guelph
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